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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello 5i,

Thank you for taking time to answer so many questions on top stocks to own or purchase. We read through questions on ranking popular stocks but we were not able to formulate a priority list of CDN and US small cap stocks, especially with so many rising quickly in the last couple of months.

Based on current valuations, risk, growth potential, and management, in what order would you purchase the stocks below for a 2-5 year hold? If there are too many stocks, can you please list your top 10 or 12 in priority from the list?

ACLS, ACMR, AXON, CELH, DOO, ESTC, GSY, HPS.A, INMD, LMN, OPRA, NXT, PATH, PLTR, SMCI, VRT

Thank you

D&J
Read Answer Asked by Jerry on March 04, 2024
Q: In response to Ben’s question on March 1 regarding to buy LMN or not you stated that if one has a time frame of 5 years or more, then he should buy it at the going price. Are you saying not to buy the stock if less than 5 year timeframe?
What if one does not use timeframes as a reference but uses percentages ? In my TFSA ( where I have my riskier stocks ) I use 20% as a point of consideration to sell. I may be leaving money on the table but I have locked in a good gain. I would appreciate your thoughts on this approach. Would your answer on LMN be the same if one used the 20% ?
Thanks . Derek
Read Answer Asked by Derek on March 04, 2024
Q: Thanks to 5i, over the recent past, I have DCA these stocks, holding less than 5% with room to add based on your advice.
a) 3% - AXON VRT HPS ISRG LMN
b) 2% - BKNG CLS LLY NVDA CELH
c) 1% - POWL NXT EXP
Please rank those that you would be comfortable adding to [DCA] now - with target percentages. For example, would you add to AXON first and, if so, to what percentage.
.
Read Answer Asked by sam on March 04, 2024
Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?
Read Answer Asked by Neil on March 04, 2024
Q: Hi Peter, I'm holding NVEI and GSY in an RRSP currently with NVEI in a bigger loss position than GSY and was thinking of selling NEVI over GSY to add to my LMN position. I've read that you have NVEI as a hold at present. Would I loose much selling NVEI or GSY in exchange for the position in LMN and in what order would you sell if you had to. Please take as many credits for the question you think adequate. Thanks
Read Answer Asked by Nick on February 28, 2024
Q: Are there a few Canadian and/or US companies that are “hiding in plain sight” that have the potential to be long term compounders similar to a CSU, MKL, ROP etc?
Read Answer Asked by Peter on February 28, 2024
Q: Have both Lmn & Toi.Bought Toi some time ago @ $125.20. U slightly prefer Lmn,one of u top favourities, over Toi per recent posts.Both reached new highs yesterday.Debating about selling Toi to add to Lmn Or keeping both.Appreciate u usual great advices & great services
Read Answer Asked by Peter on February 26, 2024
Q: 3-5 years from now who would you expect to have more growth?...LMN or CSU.
Certainly like the fact that LMN's majority shareholer is CSU. I would think CSU spun them off as they expect more growth from them as well?
Read Answer Asked by Michael on February 24, 2024
Q: Peter,please advise your US & Can stock picks in Feb 20 interview with Chris with a short narrative. Thanks
Read Answer Asked by Peter on February 23, 2024
Q: Are there any small cap names on your radar that have been growing their top line and profits every year that appear to have a long runway of growth ahead of them -or any that you're excited about?
Along with that are there any that stand out to you that would begin to garner attention from bigger players in the coming years if they continue to grow stay on track? I Would like to a few ideas for a long term hold if the companies can continue to execute.

Thanks very much
Read Answer Asked by Dustin on February 21, 2024
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